Job Title: Financial Planning and Analytics (Asset Management) Manager
Location: Toronto, ON (Hybrid • 4 days/week onsite)
Duration: 10 months
Contract Type: T4
Pay Rate: $61.97/Hour
Role Mandate:
- Develops detailed financial and economic analysis to assist the designated business portfolio with decision support.
- Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio.
- Supports the monitoring and management of financial performance against plans, forecasts, initiatives and objectives.
- Generates information and insights that support key business decisions to drive value (e.g., revenue growth, cost management, resource allocation, balance sheet optimization, etc.)
Role Responsibilities:
- Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
- Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions
- Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.)
- Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.
- Assesses reasonableness of business cases and performs due-diligence during Investment reviews and approvals processes
- Works with the business to align key performance indicators with financial forecasts and plans
- Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations
- Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information
- Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting
- Monitors and tracks performance, and addresses any issues
- Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information
Must-Have Skills
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
- Experience within asset management in a manager capacity
- Experience FP&A (Financial planning & analysis), preferably in banking
- Experience in financial planning and forecasting
- Proficient in MS Office
- Deep knowledge and technical proficiency gained through extensive education and business experience
Nice-to-Have Skills
- Accounting
- AnaPlan/Essbase
Educational Background:
Post-secondary degree / diploma